A properly configured Settings area ensures:
• Automations work correctly
• Emails send properly
• Client portal reflects your brand
• Pipeline matches your process
• Team permissions are controlled

This guide walks through every major Settings area and how to configure each one.

Location:
Settings → Company

This section controls your branding and business identity across the platform.

You can configure:

Company Name
Business Address
Phone Number
Email
Logo
Brand Colors

Why This Matters:
Your branding applies to:
• Document reminder emails
• Pre-approval scenarios
• Offer presentations
• Client portal
• Automated communications

If your branding is missing or incorrect, client-facing materials will look generic.

Best Practice:
Upload a high-resolution logo and match your brand colors for consistency.

Location:
Settings → Integrations → Email

You must connect Gmail or Outlook to:

• Send document reminders
• Send stage update emails
• Send pre-approval scenarios
• Send offer presentations
• Log communications inside files

Important:
When connecting Gmail or Outlook, you must approve ALL permissions.

If emails are not sending:
Disconnect and reconnect your email.

Without email connected, Broki will default to noreply emails and some automations will not function properly.

Location:
Settings → Integrations → Origination Platforms

This allows Broki to sync with Velocity or Finmo.

You must configure BOTH:

Webhook → Automatically creates files
API Key → Pulls updated deal data

Velocity Setup:
• Request API using domain preview.broki.ca
• Enter API key
• Paste webhook URL into Velocity
• Ensure webhook triggers are enabled

Finmo Setup:
• Enter API key
• Enter Team ID
• Configure webhook exactly as provided

If files are not auto-creating, it is almost always a webhook configuration issue.

If data is not updating, it is likely an API issue.

Location:
Settings → Pipeline

This controls your deal tracking workflow.

You can:

Create multiple pipelines (Purchase, Refinance, HELOC, etc.)
Rename stages
Reorder stages
Add or remove stages
Configure client portal visibility

You also configure:

Lead Stages (Hot / Warm / Cold tracking)
Active Pipeline (Live deals)
Completed Pipeline (Renewals tracking)

Why This Matters:
Automations depend on stage names.
If you rename a stage, update your automations.

Best Practice:
Separate refinance and purchase pipelines to avoid process confusion.

Location:
Settings → Portal

This controls what clients see inside their client portal.

You can:

Hide specific stages from client view
Control branding visibility
Adjust portal messaging

If a stage should not be visible to clients:
Toggle “Hide from Client Portal.”

This keeps internal workflow stages private.

Location:
Settings → Automations

Automations are configured in their own section, but settings affect:

Workflow triggers
Stage mapping
Assigned team members

Best Practice:
Use ONE trigger per workflow.
Add delays and multiple actions under that single trigger.

Avoid multiple triggers in one workflow.

Location:
Settings → Templates

This includes:

Document Templates
Document Batches
Question Templates
Task Templates
Email Templates
Note Templates

You can create reusable components that power:

Document requests
Checklist tasks
Automated emails
Client communication

Best Practice:
Use the Simple Email Builder for operational emails.
Use Build From Scratch for newsletters.

Location:
Settings → Profile → Sidebar Layout

You can:

Hide unused sidebar tabs
Reorder sidebar items

This allows you to simplify the interface for your workflow.

Location:
Settings → Mortgage File Tabs

You can:

Reorder tabs
Hide tabs
Customize layout

If your team does not use certain features, hide them to reduce clutter.

Location:
Settings → Team

You can:

Invite team members
Assign roles
Control access levels
Revoke access

Important:
You are responsible for actions taken by your team members.

Ensure:
• Team members use individual logins
• Permissions match responsibility level

Never share login credentials.

Location:
Settings → Commission

This controls how commission is tracked across files.

You can:

Configure default commission splits
Adjust team allocation
Track total commission volume

Commission data flows into:
Portfolio
Referrer tracking
Contact lifetime value

Location:
Settings → Maturity & Renewal Settings

This controls:

How completed files enter renewal tracking
When files appear in maturity reports

If renewal tracking looks incorrect, check your maturity configuration.

Location:
Settings → Booking

You can:

Create booking calendars
Set buffer times
Set availability hours
Auto-assign lead stages
Configure cancellation rules

When someone books:
• Event is created
• Note is created
• Task is created

Currently:
Google & Outlook two-way sync is in roadmap.

Location:
Settings → Compliance

Controls how documents are merged and prepared for compliance submission.

You can:
• Configure default export formatting
• Manage document organization

Remember:
Velocity has a 10MB file upload limit.

Location:
Settings → Custom Fields

Allows you to:

Add custom data fields to:
• Contacts
• Mortgage Files
• Partners

These fields can be mapped into:
• Email variables
• Automations

This is part of ongoing roadmap development.

Location:
Settings → Notifications / Preferences

Controls:
• In-app notifications
• Email alerts
• Task reminders

Configure to avoid overload while staying informed.

Before going live, confirm:

✓ LOS connected (Webhook + API working)
✓ Email connected
✓ Pipeline configured
✓ Branding uploaded
✓ Automations tested
✓ Team members invited
✓ Templates created
✓ Booking calendar configured

A properly configured Settings section ensures Broki runs smoothly, automations fire correctly, and your client experience looks professional.

If you are unsure about any configuration step, contact:
​[email protected]